2019-11-14T16:08:02-06:00 2019-06-30 390758449 WIPFLI LLP 4890 OWEN AYRES COURT SUITE 200 EAU CLAIRE WI 54701 990 2018-07-01 390978445 VITERBO UNIVERSITY VITE 6087963856 900 VITERBO DRIVE LA CROSSE WI 54601 TODD M ERICSON SECRETARY/TREASURER 6087963856 2019-11-11 1 DAN WALKER CPA P01342660 7158323407 2019-11-11 137.26.200.211 2019-11-11 14:11:24 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 EEB446CBE01DF8E75B18557656128CD73640F431 2018 2020-04-17 16:48:07Z GLENA G TEMPLE 900 VITERBO DRIVE LA CROSSE WI 54601 86540362 0 0928 X WWW.VITERBO.EDU X 1890 WI THE VITERBO UNIVERSITY COMMUNITY PREPARES STUDENTS FOR FAITHFUL SERVICE AND ETHICAL LEADERSHIP 32 31 1348 50 0 0 3918132 5085506 55940137 56781493 2839924 2562068 112972 85233 62811165 64514300 16551576 17654515 0 0 25674112 24576776 0 0 942733 16575398 16358106 58801086 58589397 4010079 5924903 118706907 123880621 15096793 13997216 103610114 109883405 X FOUNDED BY THE FRANCISCAN SISTERS OF PERPETUAL ADORATION, VITERBO IS A CATHOLIC, FRANCISCAN UNIVERSITY IN THE LIBERAL ARTS TRADITION. THE VITERBO UNIVERSITY COMMUNITY PREPARES STUDENTS FOR FAITHFUL SERVICE AND ETHICAL LEADERSHIP 0 0 29785082 17654515 50028465 INSTRUCTION - POST-SECONDARY EDUCATION, WITH PROGRAMS FOR TRADITIONAL UNDERGRADUATE STUDENTS, ACCELERATED PROGRAMS FOR WORKING ADULTS, AND GRADUATE EDUCATION FOR APPROXIMATELY 2,500 STUDENTS. 6789062 108804 STUDENT SERVICES - STUDENT SUPPORT SERVICES PROVIDED FOR ALL STUDENTS, INCLUDING STUDENT ACTIVITIES, REGISTRAR, ADMISSIONS, FINANCIAL AID, HEALTH SERVICES, ATHLETICS, LEARNING CENTER, AND CAREER SERVICES. 4075826 AUXILIARY SERVICES - RESIDENCE HALLS AND FOOD SERVICE PROGRAMS, SERVING A RESIDENTIAL CAPACITY OF APPROXIMATELY 700 STUDENTS. 4413055 661434 ACADEMIC SUPPORT, FINE ARTS, AND OTHER PUBLIC SERVICES 4413055 661434 45063025 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 119 0 1 1348 1 0 0 0 0 0 0 0 0 X 32 31 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X TODD M ERICSON 6087963856 900 VITERBO DRIVE LA CROSSE WI 54601 GERALD A BALDNER TRUSTEE 1.00 X 0 0 0 ANTHONY J BINSFELD TRUSTEE 1.00 X 0 0 0 JAMES G BIRNBAUM TRUSTEE 1.00 X 0 0 0 GEORGIA JO CHRISTENSEN FSPA TRUSTEE 1.00 X 0 0 0 SUSAN E CHRISTOPHERSON TRUSTEE 1.00 X 0 0 0 ANDREW DAHL TRUSTEE 1.00 X 0 0 0 CONNIE DELANEY TRUSTEE 1.00 X 0 0 0 MARIE D DES JARLAIS FSPA TRUSTEE 1.00 X 0 0 0 SUE M ERNSTER FSPA TRUSTEE 1.00 X 0 0 0 CHARLES D GELATT JR TRUSTEE 1.00 X 0 0 0 MARGARET HAMMELL TRUSTEE 1.00 X 0 0 0 KENT C HANDEL TRUSTEE 1.00 X 0 0 0 TIMOTHY J JOHNSON MD TRUSTEE 1.00 X 0 0 0 KAREN E KAPPELL FSPA TRUSTEE 1.00 X 0 0 0 ROMANA KLAUBAUF FSPA TRUSTEE 1.00 X 0 0 0 GREGORY A LIND TRUSTEE 1.00 X 0 0 0 FR THOMAS F LINDNER TRUSTEE 1.00 X 0 0 0 RICHARD T LOMMEN JR TRUSTEE 1.00 X 0 0 0 LEEANN MATHY TRUSTEE 1.00 X 0 0 0 JOHN T MCHUGH TRUSTEE 1.00 X 0 0 0 LUCY ANN MEYER FSPA TRUSTEE 1.00 X 0 0 0 KATHLEEN M MITCHELL TRUSTEE 1.00 X 0 0 0 REV JON PATRICK MURPHY TRUSTEE 1.00 X 0 0 0 BARBARA NICK TRUSTEE 1.00 X 0 0 0 SCOTT RATHGABER MD TRUSTEE 1.00 X 0 0 0 KOURTNEY K RATLIFF TRUSTEE 1.00 X 0 0 0 ARBENDER ROBINSON TRUSTEE 1.00 X 0 0 0 JACK C RUSCH TRUSTEE 1.00 X 0 0 0 BARBARA A SKOGEN TRUSTEE 1.00 X 0 0 0 BRIAN R SOLLER TRUSTEE 1.00 X 0 0 0 DONALD J WEBER TRUSTEE 1.00 X 0 0 0 GLENA TEMPLE PRESIDENT 40.00 X X 263277 0 21133 TODD ERICSON SECRETARY/TREASURER 40.00 X 149129 0 26199 TRACY STEWART VICE PRESIDENT 40.00 X 143046 0 10892 RICHARD ARTMAN PAST PRESIDENT 40.00 X 158640 0 16981 SARA COOK DEAN, COLLEGE OF EDUCATION, ENGINEERING, LETTERS 40.00 X 110204 0 5831 MICHELLE KRONFELD VP ENROLLMENT MANAGEMENT 40.00 X 114691 0 22864 MARTHA SCHECKEL DEAN, COLLEGE OF NURSING, HEALTH, HUMAN BEHAVIOR 40.00 X 110203 0 13453 TIMOTHY SCHORR ASSISTANT VP ACADEMIC AFFAIRS 40.00 X 112926 0 13548 RICHARD TREITLEY JR VP STUDENT AFFAIRS 40.00 X 125552 0 3242 1287668 0 134143 10 1 1 0 ARAMARK PO BOX 198532 ATLANTA GA 30384 FOOD SERVICE 1938747 BORTON CONSTRUCTION 2 COPELAND AVE STE 201 LA CROSSE WI 546033419 CONSTRUCTION SERVICES 1400152 FOWLER HAMMER 313 MONITOR ST LA CROSSE WI 54603 CONSTRUCTION SERVICES 372087 3RT NETWORKS 103 LEONARD ST S WEST SALEM WI 54669 TECHNOLOGY SERVICES 161575 EPA AUDIO VISUAL INC 7910 STATE HWY 55 ROCKFORD MN 55373 TECHNOLOGY SERVICES 146253 7 32280 1354979 3698247 252104 5085506 TUITION & FEES 611600 50028465 50028465 DORM/FOOD & OTHER AUXILARY 611710 5982790 5982790 EVENT ADMISSIONS 711110 480146 480146 OTHER STUDENT SERVICES 611600 290092 290092 56781493 2028231 2028231 72960 0 72960 72960 72960 22506386 23800 21946062 50287 560324 -26487 533837 533837 18277 32280 26083 -7806 -7806 23709 3630 20079 20079 64514300 50798703 0 8630091 17654515 17654515 629245 629245 18974254 15799365 2652146 522743 615504 506723 93124 15657 3003958 2201293 697832 104833 1353815 1106130 211135 36550 6701 6701 69956 69956 221459 221459 4733760 1946251 2701780 85729 533287 71178 442370 19739 3990840 1895570 1983777 111493 2500609 310564 2190045 1182936 1062691 82102 38143 40651 40401 250 93978 93978 2118317 2118317 224652 74 224578 MEMBERSHIPS & PERIODICA 224816 70552 146558 7706 REFERENCE BOOKS 128166 127553 473 140 BAD DEBT 111754 10589 101165 CAPITAL CONTRIBUTION 49445 49445 126779 91814 34965 58589397 45063025 12583639 942733 11845193 13030944 3374945 3479788 376436 222011 82909 64272 911444 950867 92241486 42349863 47046454 49891623 51936119 53300224 2891783 2659555 241624 281337 118706907 123880621 3897425 4276102 2817231 2779170 3799040 2459043 64341 0 4518756 4482901 15096793 13997216 X 78414140 84236117 10090171 9216586 15105803 16430702 103610114 109883405 118706907 123880621 5924903 348388 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53984208 107190 2241018 659232 55673184 50865004 557351 3175448 613595 53984208 44727143 1976870 4796217 635226 50865004 45054554 1293680 -722192 898899 44727143 41946629 2508971 1224551 625597 45054554 0.59640 0.29510 0.10840 1 0 3840120 3840120 70005736 30450092 39555644 12330573 11319426 1011147 6065057 580345 5484712 49891623 ASSETS RETIREMENT OBLIGATION 305856 DEPOSITS HELD IN CUSTODY 339383 OTHER LIABILITY - BOYS AND GIRLS CLUB 1000000 US GOVERNMENT GRANTS REFUNDABLE 2837662 4482901 48150014 348388 56472 404860 47745154 221459 16547687 16769146 64514300 41876723 56472 26083 82555 41794168 221459 16573770 16795229 58589397 PART V, LINE 4: ENDOWMENT FUNDS SUPPORT STUDENT SCHOLARSHIPS, ACADEMIC PROGRAMMING AND INSTITUTIONAL OPERATIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS & GRANTS 16,573,770. SPECIAL EVENTS EXPENSE NETTED WITH SPECIAL EVENTS REVENUE -26,083. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 26,083. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND GRANTS 16,573,770. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 RACIALLY NON-DISCRIMANTORY POLICY IS CLEARLY EMPHASIZED IN ALL PRINT AND BROADCAST MEDIA ADVERTISING. SCHEDULE E, PART I, LINE 6 VITERBO UNIVERSITY RECEIVES GOVERNMENT GRANTS AND FEDERAL LOAN PROGRAM FUNDS. GOLF OUTING 50557 32280 18277 26083 50557 32280 18277 26083 26083 -7806 23709 1950 1680 0 23709 1950 1680 3630 20079 WI 1 0 0 0 1.00000 TODD M ERICSON 900 VITERBO DRIVE LA CROSSE WI 54601 0 TODD M ERICSON RECORDKEEPING X 0 1 INSTITUTIONAL GRANTS AND DISCOUNTS TO STUDENTS 1464 17654515 PART I, LINE 2: DISBURSEMENTS TO STUDENTS RECEIVING FINANCIAL AID ARE MADE IN ACCORDANCE WITH INSTITUTIONAL PROCEDURES TO ENSURE THAT THOSE RECEIVING THE AID ARE QUALIFYING RECIPIENTS. THESE RECIPIENTS ARE JUDGED WORTHY BY ASSESSING THEIR ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 GLENA TEMPLE PRESIDENT 262737 0 0 0 540 0 13250 0 7883 0 284410 0 0 0 TODD ERICSON SECRETARY/TREASURER 148406 0 0 0 723 0 7800 0 18399 0 175328 0 0 0 TRACY STEWART VICE PRESIDENT 141797 0 0 0 1249 0 3042 0 7850 0 153938 0 0 0 RICHARD ARTMAN PAST PRESIDENT 156440 0 0 0 2200 0 7983 0 8998 0 175621 0 0 0 A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 2010-07-29 10000000 BUILDINGS/STRUCTURES 0 0 0 A 8275547 10000000 10000000 2011 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 1 0 0 0 0 1 A 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/12/2015 SCHEDULE K, PART IV, LINE 2 A CALCULATION WAS PERFORMED IN 2015. THERE WAS NO REBATE DUE AT THAT TIME. X 215 FAIR MARKET VALUE X 9 36263 FAIR MARKET VALUE X 2 1659 FAIR MARKET VALUE X 1 1240 FAIR MARKET VALUE X GIFT CARDS FOR STUDENTS 2 1500 FAIR MARKET VALUE X WINE 1 1135 FAIR MARKET VALUE X TICKETS 1 92 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS AND ARTICLES OF INCORPORATION WERE AMENDED TO CHANGE WHO COULD BE A MEMBER OF THE UNIVERSITY. THE QUORUM WAS CHANGED FROM A MAJORITY TO TWO THIRDS OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS NO CAPITAL STOCK BUT DOES HAVE MEMBERS AT ALL TIMES. THE MEMBERS OF THE CORPORATION SHALL BE THOSE PERSONS WHO ARE ELECTED MEMBERS OF VITERBO MINISTRIES, AND WHO HAVE THE TITLES OF CHAIRPERSON, VICE CHAIRPERSON, SECRETARY, TREASURER, AND SUCH OTHER OFFICERS AS MAY BE ELECTED FROM TIME TO TIME BY THE MEMBERS OF VITERBO MINISTRIES. EACH MEMBER IS ENTITLED TO ONE VOTE AND MAY HOLD OFFICE IN THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A POWERS OF THE MEMBERS INCLUDE: TO CHANGE PHILOSOPHY, OBJECTIVES, AND PURPOSES OF THE CORPORATION; TO ELECT MEMBERS OF THE BOARD OF TRUSTEES; TO AMEND, ALTER, MODIFY, OR REPEAL ARTICLES OF INCORPORATION AND/OR BYLAWS; TO MERGE OR CONSOLIDATE THE CORPORATION WITH ANOTHER ORGANIZATION; TO DISSOLVE OR TERMINATE THE CORPORATION AND DETERMINE FINAL DISTRIBUTION OF ASSETS; TO REQUIRE A CERTIFIED AUDIT OF CORPORATE FUNDS AT ANY TIME. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS REQUIRE APPROVAL BY THE MEMBERS: APPOINTMENT OF THE PRESIDENT OF THE CORPORATION; ACQUISITION, PURCHASE, SALE, LEASE, TRANSFER, MORTGAGE, PLEDGE, OR ENCUMBRANCE OF ANY REAL ESTATE OR OF ANY SUBSTANTIAL PART OF OTHER ASSETS OF THE CORPORATION; ANY NEGOTIATION RESULTING IN AN INCREMENT OR ADDITIONS TO THE DEBT OF THE CORPORATION THAT EXCEEDS $2,500,000; ANY BORROWING NOT INDICATED IN THE CAPITAL OR OPERATING BUDGETS OF THE CORPORATION; THE ACCEPTANCE OF ANY CONTRACTS WHERE THE EXPENDITURE OF OBLIGATION INCURRED IS IN EXCESS OF $2,500,000. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES AUDIT COMMITTEE FOR REVIEW/DISCUSSION/APPROVAL AND THEN FORWARDED TO THE FULL BOARD OF TRUSTEES. THE FORMS ARE THEN FILED WITH THE APPROPRIATE GOVERNMENT AGENCIES. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE RESPONSIBILITY OF EACH TRUSTEE TO DISCLOSE ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST AND TO MAKE THIS A MATTER OF RECORD EITHER THROUGH AN ANNUAL PROCESS OR WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION. ANY TRUSTEE HAVING A DUALITY OF INTEREST OR A POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHOULD NOT VOTE OR USE HIS/HER PERSONAL INFLUENCE ON THE MATTER AND HE/SHE SHOULD NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING. THE MINUTES OF THE MEETING SHOULD REFLECT THAT THE DISCLOSURE WAS MADE, AND ABSTENTION WAS MADE FROM VOTING IN THE QUORUM SITUATION. THIS DUALITY OF INTEREST SHOULD NOT BE CONSTRUED AS PREVENTING THE TRUSTEE FROM BRIEFLY STATING HIS/HER POSITION IN THE MATTER OR FROM ANSWERING PERTINENT QUESTIONS OF OTHER TRUSTEES SINCE HIS/HER KNOWLEDGE MAY BE OF ASSISTANCE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES APPROVES ALL COMPENSATION. FOR THE PRESIDENT, CUPA AND WAICU DATA IS USED FOR BENCHMARKING. FOR ALL OFFICERS/ADMINISTRATORS, CUPA DATA IS USED FOR BENCHMARKING. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS OR THE SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.